Feature
File Uploads in Form Builder
Collect images and documents directly through your embedded forms.
Read more →Changelog
Product Updates & Releases
Bug Fix
Fix Company Record Field Saving
Fixed an issue where changes to Assign To, Source, and Collaborators on company records were not saving correctly.
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Bug Fix
Fix Form Publishing Duplicate Mapping Errors
Fixed an issue where deleted form fields could cause false 'duplicate mapping' errors when publishing forms.
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Bug Fix
Fix SMS Composer Popover Behavior
Emoji picker and template selector popovers now dismiss properly when clicking outside or opening another popover.
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Improvement
Improved Dropdown Consistency
Replaced native select elements with custom dropdown components for a more consistent look and feel.
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Improvement
Add Remove Collaborators and Apply Automation bulk actions
Smart Lists now support two new bulk actions: Remove Collaborators to quickly unassign team members from multiple contacts, and Apply Automation to enroll selected contacts into automation workflows.
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Bug Fix
Fix SMS Registration Status Display
Fixed misleading error banner showing after successful SMS registration submission.
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Feature
Microsoft Calendar Sync Integration
Sync your appointments and tasks between Sure Send CRM and Microsoft Calendar (Outlook) with full bidirectional support.
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Feature
Microsoft Outlook.com Email Support
Connect your Microsoft Outlook or Microsoft 365 email account to send and sync emails directly from Sure Send CRM.
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Improvement
OR Filter Support for Partner People API
Find potential duplicate leads by searching for people matching EITHER email OR phone - perfect for lead deduplication workflows.
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